Executive Assistant

Job Overview
We’re Hiring: Executive Assistant to Financial Advisor(In-Person | Sacramento, CA | $24/hr)

We are seeking a skilled Executive Assistant to join our Private financial planning practice at Northwestern Mutual. If you’ve previously supported a business owner, executive, or high-performing professional—and you’re looking for a role with growth potential—this might be for you.

This is an in-person position based in Sacramento, starting part-time and growing into a full-time opportunity.

Position Timeline

Training Phase (First 3 Months): Part-time hours focused on onboarding, systems training, and mastering the workflow.

After Training: Transition to 30 hours/week with more autonomy.

Growth Opportunity: Position is designed to evolve into a full-time, long-term role for the right person.

Responsibilities

• Executive & Client Support
• Serve as the first point of contact for visitors and clients at the front desk.
• Prepare and organize materials before and after client meetings.
• Maintain accurate and confidential client records
• Utilize QuickBooks for basic financial tracking and reporting as needed.
• Assist in office management tasks including inventory control and supply ordering.
• Foster positive relationships with clients through excellent customer service.
• Track key deliverables and ensure timely follow-ups
• Manage executive calendars, scheduling appointments, meetings, and travel arrangements.
• Provide administrative support by preparing reports, presentations, and correspondence.
• Maintain office organization and ensure a professional environment.
• Handle phone systems and manage incoming calls with professionalism and courtesy.

Business Operations

• Handle insurance and investment paperwork
• Onboard new clients and manage client communications
• Maintain CRM and help systematize operations
• Support compliance and document management

Outreach & Marketing

• Make out bound calls to clients and prospects
• Help with email follow-ups and LinkedIn outreach
• Maintain lead and client engagement tracking

Skills

• Strong organizational skills with the ability to prioritize tasks effectively.
• Proficiency in calendar management and scheduling tools.
• Experience in providing executive administrative support in a fast-paced environment.
• Familiarity with front desk operations and customer service best practices.
• High level of computer literacy, including proficiency in Microsoft Office Suite and QuickBooks.
• Excellent verbal and written communication skills.
• Ability to operate phone systems efficiently.

What We’re Looking For

• Previous Executive Assistant experience required (you’ve supported senior leaders or business owners before)
• High attention to detail and follow-through
• Proactive, organized, and solution-oriented
• Excellent communication skills—especially by phone and email
• Tech-savvy with CRMs, calendars, and workflow tools
• Experience in financial services is a plus, but not required
• Creative and outgoing personality.

Why This Role?

You’ll work alongside a financial advisor helping growth-minded professionals achieve financial clarity and security. This is not just a job—it’s a chance to grow into a leadership operations role within a mission-driven business

Job Type: Part-time

Pay: From $24.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Experience:

• Executive Assistant: 1 year (Preferred)

Work Location: In person